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Insurance Specialist
2 months ago
Responsibilities:
- Address walk-in client needs
- Call customers on notices including underwriting and gathering information
- Process renewal reports
- Process lapse prevention reports weekly
- Process insurance company claim reports
- Process endorsements received via mail, email and fax
- Process all cancellations received via fax, email and mail
- File new active files in File Room (for all agents)
- Move files from Active to Cancelled (or reverse) in File Room (for all agents)
- Perform miscellaneous job-related duties as assigned by Office Manager and President
Incoming Phone Calls:
- Handle all lender requests to confirm coverage or make a change to an existing policy (calls, email, fax, or mail requests)
- Assisting customers who need to make a payment or confirm receipt of a payment.
- Handle all change requests within their current state.
- Processing ID card requests and other miscellaneous document requests (faxed, emailed, or mailed).
- Handle all referring agent/subagent requests for declarations pages or other documentation.
- Process rewrite requests for clients moving out of state etc.
- Process change requests for clients adding units, deleting, units, etc.
Qualifications:
To be considered for the Personal Insurance Support Specialist position, applicants should:
- 5+ Years Property & Casualty Insurance experience
- Active MI resident P&C License
- Multi-tasker
- Independent Worker
- Good Listener
- Computer Skills (Word, Excel, Outlook, Office)